Select the below examples of how Condo Manager can assist your community or management company in all facets of your daily operation.

General Features

Feature Condo Manager Generic Product Notes
Integrated accounting with management functions X
Copy setup template from other communities X
To Do list X Track items for follow-up including work orders, invoices, collections, and general tasks
Homeowner database X Mailing and contact information, email address information, alternative mailing addresses
Track owners, vendors, tenants, and board members X
Paperless Office Management X Attach documents to owner and vendor profiles, association notes, invoices, bank statements, and more
Unit sale function X Set up new owner and keep full history of previous home owner
Consolidated owner statements X Make it easy to track information for owners with multiple units
Integrated word processor X Send letters and notices out with automatic mail merge features
Email documents and financial statements directly from the software X
Communication tracking X Record notes and phone calls, emails, letters, etc. and keep full history for owners
Annual meeting reports X Print public sign in sheets and keep a private sheet with outstanding balances
Board member management X Track board members, their positions, terms, etc

Accounting Functions

Feature Condo Manager Generic Product Notes
Recurring owner charges X No need to print invoices for each owner
Custom late fee charges X Policies match the association (flat rate, percentages, or both)
Lockbox processing X Import lockbox files from bank, automatically updating owner accounts
Direct debit payments X Create NACHA files in Condo Manager to upload to bank
Automated collection actions X Track delinquent owners and generate custom collection letters
Collection status X Owner accounts are flagged for easy reference
Individual owner ledgers X Keep owner histories as long as desired. Print or email statements directly from CM
Print coupons, statements, invoices X Print with our without scan lines for bank lockbox
Easy budget preparation X Excel like grid for easy budget management. Can be exported directly to Excel.
Global vendors X Vendors can show in every community, or add specific vendors to each association
Insurance tracking X Warns if vendor’s insurance is close to expiring
MICR check printing X Use blank check stock without extra software for printing
checks
Unlimited bank accounts X Unlimited number of bank accounts for each association
Recurring accounts payable charges X
Vendor history X Notes, phone calls, invoices, work orders, and more
Vendor mailing labels X
Accounts payable aging reports X
Notification for overdrawn accounts X Warnings for accounts with insufficient funds for checks

Work Orders

Feature Condo Manager Generic Product Notes
Track service requests from owners X Track which requests are approved or rejected
Track bid requests X Print or email bid requests to multiple vendors, track bids that are approved by board
Job costing X Track cost for labor, material, and other charges
Invoice to association or owner X
Assign work orders to vendors or employees X Work orders can be printed or emailed directly from CM
Track open work orders X Track work orders for specific units or vendors, the association, or multiple associations
Link to Communication Module X Track notes from a phone call and go directly to the work order screen
Track open service requests X Display or sort service request and work orders with different sort options
Include in Monthly Report X Work orders and service requests can be included automatically

Utility Building

Feature Condo Manager Generic Product Notes
Bill owners for utility use X
Track multiple utility types X Sewer, water, gas, electricity, etc
Add taxes and surcharges X
Multiple billing options X Tiered rates, flat fees, and variable charges
Easy data entry X
Import files from other software or metering companies X
Mobile phone / PDA entry X Export data to a PDA and import updated readings back into CM
Interfaced with owner’s ledger X Charges can show up on their HOA account statement
Print utility invoices X
Keep full utility history X Track usage and charges for every owner

CC&R Violation Tracking

Feature Condo Manager Generic Product Notes
Manage architectural requests X
Print or email rejection and approval letters X Letters automatically stored in owner communications
Record CCR articles X Text from articles can be referenced in violation letters
Store violation details X Record notes from property inspection
Store photograph of violation X
Enter description for owner to resolve the issue X Common descriptions can be stored to be automatically included in letters
Batch entry X Add violations and follow-up on existing violations in batch
Automatic follow-up X Letters and fees can be created automatically
Custom letter templates X Create letter templates for each violation and follow-up process
Automatic letter printing X Letters sent directly to printer with mail merge and recorded in owner communication
Keep history of violations X Violation histories are maintained, even after owner resale
Drive thru inspection list X Includes section for notes and shows any previous violations and follow-up actions
Quick violation summary X
Quick architectural request reports X Multiple sort options (approved, rejected, open, etc)
Include in Monthly Report X Include violation and architectural request histories in Monthly report

Collection Follow-Up

Feature Condo Manager Generic Product Notes
Create delinquent follow-up process X Customizable for each association
Custom letter templates X Print custom letters for each step in collection process
Define number of steps in process X
Customize for each association X
Define fees that are automatically applied X Define fees that can be applied with each step
Flag owner profile X A flag with the collection status appears in the owner profile screen
Determine when to stop accepting payment X CM will warn user if a payment is entered

Outlook Integration

Feature Condo Manager Generic Product Notes
Sync email messages into Communication History X
Sync “To Do List” with Outlook X To Do items are added to Outlook’s Task panel
Sync old email messages with Communication History X Update all of your previous email messages with owners and vendors
Synchronize association contacts X Owner and vendor contact information can be exported and organized in Outlook
Full history tracking X Track sender, recipient, date, and body of email message

Profitability Module

Feature Condo Manager Generic Product Notes
Track every accounting transaction X CM will automatically calculate the time spent
Print reports with summary of time spent X
Print Pie Charts to show time distributions X
Track phone calls, letters, and emails X
Track time spent in management tasks X Can be any task performed by property manager (board meetings, on-site visits, conference calls, etc)
Print Summary Report X Shows every task type (invoice, check, phone call, etc) and the number of tasks completed
Print Profitability Report X Shows tasks completed, time distribution, and effective hourly rate
Export to Excel X Export reports to Excel for further analysis

HOA Website Service

Feature Condo Manager Generic Product Notes
Custom websites for your associations X
Unique web domain names X We can also manage your domains for a minimal fee
Community Calendar X Meetings, community events, etc
Reservation Calendar X Reservations for club houses and other amenities
Board member only section X Financial reports, documents, and other important information for the board
Upload data from CM X Latest payment info, balance, work orders, CCR, and ARC history
Online Owner Payments X Use any service that you wish
Custom contact forms X Custom forms can be directed to the appropriate person for follow-up
Broadcast email messages X Send updates to every owner with an email on file
Phone Tree System X Send phone messages to every home owner (charges apply)
Download updates to Condo Manager X Owners can update their contact information online, without calling your office

Web Backup Service

Feature Condo Manager Generic Product Notes
Offsite backup of Condo Manager data X
Redundant backups X Multiple backup servers ensure maximum security
Restore data anytime to any location X
Schedule automatic backups X Set it, and forget it. Backups are uploaded automatically
Multiple backup files X Keep up to 4 backups for every association